AT
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AMF Tjänstepension’s Welltower WELL Stock Holding History

AMF Tjänstepension’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.41M Hold
37,040
– – 0.05% 90
2026
Q1 		$7.32M Buy
37,040
+10,533
+40% +$2.08M 0.05% 87
2025
Q4 		$4.92M Hold
26,507
– – 0.03% 96
2025
Q3 		$4.72M Buy
26,507
+10,753
+68% +$1.77M 0.03% 116
2025
Q2 		$2.43M Sell
15,754
-67,293
-81% -$10.1M 0.02% 154
2025
Q1 		$12.7M Hold
83,047
– – 0.09% 136
2024
Q4 		$10.5M Hold
83,047
– – 0.07% 154
2024
Q3 		$10.6M Hold
83,047
– – 0.08% 169
2024
Q2 		$8.67M Buy
83,047
+17,589
+27% +$1.72M 0.06% 179
2024
Q1 		$6.13M Sell
65,458
-104,124
-61% -$9.43M 0.05% 190
2023
Q4 		$15.3M Hold
169,582
– – 0.13% 127
2023
Q3 		$13.9M Hold
169,582
– – 0.14% 114
2023
Q2 		$13.7M Hold
169,582
– – 0.13% 119
2023
Q1 		$12.2M Hold
169,582
– – 0.12% 121
2022
Q4 		$11.1M Hold
169,582
– – 0.13% 129
2022
Q3 		$10.9M Hold
169,582
– – 0.13% 120
2022
Q2 		$14M Sell
169,582
-75,853
-31% -$6.75M 0.14% 113
2022
Q1 		$23.6M Hold
245,435
– – 0.17% 104
2021
Q4 		$21.1M Sell
245,435
-20,976
-8% -$1.75M 0.14% 133
2021
Q3 		$22M Sell
266,411
-19,535
-7% -$1.68M 0.16% 137
2021
Q2 		$23.8M Buy
285,946
+4,532
+2% +$347K 0.16% 133
2021
Q1 		$20.2M Hold
281,414
– – 0.15% 142
2020
Q4 		$18.2M Sell
281,414
-11,474
-4% -$696K 0.15% 136
2020
Q3 		$16.1M Sell
292,888
-5,202
-2% -$286K 0.15% 139
2020
Q2 		$15.4M Hold
298,090
– – 0.16% 144
2020
Q1 		$13.6M Buy
+298,090
New +$22M 0.17% 119
2017
Q3 		– Sell
-443,004
Closed -$31.4M – 199
2017
Q2 		$31.4M Hold
443,004
– – 0.36% 108
2017
Q1 		$31.4M Sell
443,004
-7,348
-2% -$496K 0.36% 108
2016
Q4 		$30.1M Buy
+450,352
New +$29.8M 0.35% 108

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AMF Tjänstepension's WELL Position: Q2 2026 in Review

AMF Tjänstepension held its Welltower (WELL) position steady in Q2 2026 at 37,040 shares worth $8.41M. The position accounts for 0.05% of the portfolio, ranked #90.

AMF Tjänstepension first reported a position in WELL in Q4 2016 and has held it in 29 quarters since. The position peaked at $31.4M in Q2 2017. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • AMF Tjänstepension held 37,040 shares of Welltower worth $8.41M as of Q2 2026.
  • AMF Tjänstepension left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.05% of AMF Tjänstepension's portfolio in Q2 2026, its #90 holding.
  • AMF Tjänstepension first reported a position in Welltower in Q4 2016 and has held it in 29 quarters since.
  • AMF Tjänstepension's Welltower position peaked at $31.4M in Q2 2017.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on AMF Tjänstepension's 13F filing for Q2 2026, filed 6 Aug 2026.